Bogle Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-58,005
| Closed | -$4.59M | – | 250 |
|
|
2020
Q2 | $4.59M | Sell |
58,005
-88,995
| -61% | -$7.04M | 0.76% | 30 |
|
|
2020
Q1 | $11.2M | Buy |
147,000
+140,100
| +2,030% | +$10.7M | 1.17% | 6 |
|
|
2019
Q4 | $518K | Buy |
+6,900
| New | +$518K | 0.05% | 219 |
|
|
2017
Q3 | – | Sell |
-175,707
| Closed | -$11.4M | – | 301 |
|
|
2017
Q2 | $11.4M | Buy |
175,707
+3,600
| +2% | +$233K | 0.83% | 39 |
|
|
2017
Q1 | $11.7M | Buy |
+172,107
| New | +$11.7M | 0.82% | 49 |
|